August 1 - 3, 2012 • Westin Hotel & Resort • Westminster, CO
The Purposeful Planning Institute is proud to present the 2012 PPC Rendezvous! This is a premier event that offers one-of-a-kind learning and networking opportunities for PPC Members. The 2011 PPC Rendezvous brought together 85 individuals representing more than 20 disciplines and professions for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business. 98% of the attendees indicated it was either absolutely certain they would return or highly likely they would return for the 2012 Rendezvous.
The 2012 event will take place at the Westin Hotel and Resort in Westminster, Colorado on August 1st - August 3rd, 2012 and will feature nationally renowned keynote speakers James E. Hughes, Jr. and Peter Karoff. We again are offering multiple break-out sessions each day that will be centered on a variety of topics that will be chosen by Collaborators. These will be interactive sessions that will allow you to interact directly with the Thought Leaders and your fellow Collaborators.
James E. Hughes, Jr., Esq.
Thursday, August 2nd • 8:45am – 10:00am
Transforming Gifts: When is a Gift a Gift and Not Just a Transfer
Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping it in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press and numerous articles on family governance and wealth preservation and a series of reflections which can be found on his website www.jamesehughes.com. He is a sixth generation counselor-at-law, was the founder of a law partnership in New York City, Hughes and Whitaker, specializing in the representation of private clients throughout the world and is now retired from the active practice of law. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and the growth of families’ human, intellectual, social and financial capitals toward their families’ flourishing. He is committed to every family he serves flourishing far into the future. He is a student and practitioner of Buddhist philosophy.
He is a member of the Board of Prescott College, a Counselor to the Family Office Exchange, an emeritus member of the Board of The Philanthropic Initiative; an emeritus faculty member of the Institute for Private Investors; a retired member of the Board of the Albert and Mary Lasker Foundation, and a retired member of the Board of the Rocky Mountain Institute. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, a member of a number of private philanthropic boards, and a member of the editorial boards of various professional journals. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones, Day, Reavis and Pogue. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law.
Peter Karoff
Friday, August 3rd • 8:30am – 10:00am
The Art & Science of Effective Family Philanthropy
Peter Karoff is founder of The Philanthropic Initiative (TPI), and was President of TPI from 1989 to 2002. For 25 years, prior to founding TPI, Peter was in the insurance and real estate businesses. He has been on the board of more than 30 nonprofit organizations, including Blackside Productions, producer of the PBS series, The Eyes on the Prize, New England Foundation for the Arts, Massachusetts Business Roundtable, and was a Senior Fellow Tisch College of Citizenship and Public Service at Tufts University. Current board affiliations include: GHR Foundation, Robina Foundation, Management Sciences for Health (MSH), Big Picture Learning, and Thrive (a Santa Barbara County education and collaborative initiative). Peter is Senior Advisor to the Santa Barbara Foundation.
Peter is the author of The World We Want – new dimensions in philanthropy and social change, (AltaMira Press - 2007) and editor of Just Money – A Critique of Contemporary American Philanthropy, (TPI Editions - 2004.) Peter’s poetry has been published and anthologized. A graduate of Brandeis University and Columbia University, he received an Honorary Degree, Doctor of Humane Letters, from Lesley University in 2002. He was made a Fellow of the McDowell Colony in 1989 and in 2006 became a Purpose Prize Fellow. Peter teaches at the University of California at Santa Barbara in the Global and International Studies Program
WHEN:
Wednesday, August 1, 2012 at 6:30 PM MDT
to Friday, August 3, 2012 at 5:00 PM MDT
REGISTRATION:
Registration for this event is closed.
HOTEL INFORMATION:
Westin Hotel & Resort
10600 Westminster Boulevard
Westminster, Colorado 80020
Tel: (303) 410-5000
TOLL FREE: (866) 716-8137
Fax: (303) 410-5005
Denver Area Attractions:
Visit www.denver.org for information on area attractions and day trips.
2012 Rendezvous Agenda:
Click here to view the PDF.
2012 Rendezvous Sessions:
Click here to read more.
Comments about the Rendezvous
“The Rendezvous provided an outstanding opportunity for me to meet other advisors with similar values and to learn from thought leaders. I left with several new ideas and relationships that have helped this past year. I’m looking forward to attending again this coming summer to see old friends and meet new ones. If you’d like new ideas or new professional relationships to help you grow your business, I encourage you to attend.”
– Rick Shaum, President & COO, Cedrus
“Of many gatherings, the Rendezvous is distinguished by its practical and completely interactive nature. The presenters share what they know and do in an exchange with others that broadens and deepens everyone’s skill and knowledge.”
– Dennis T. Jaffe, Ph.D., Professor of Organizational Systems and Psychology at Saybrook University
"The 2011 Purposeful Planning Collaboration Rendezvous was unexpectedly powerful - my experience there turned me into a raving fan who can't wait for the gathering in 2012. I was particularly impacted by the number of thought leaders and visionaries in their respective fields who were not only present, but incredibly accessible. The 'un-conference' format made it easy to feel like an active part of the community, not just another conference participant. The PPC not only talks about collaboration, they create the forum for it to take root and grow.”
- Kristin Keffeler, Principal, Kinetic Enterprise, LLC
“Last year’s Rendezvous was one of the best conferences I ever attended. Not only did I learn a tremendous amount from the sessions, but the relationships we made have resulted in great collaborations. This is the one conference I make sure to be in the States for.”
- Jamie Traeger-Muney, PhD, Founder,
Wealth Legacy Group
